Marcus Boadle profile photo

Marcus Boadle

Rising Tide Financial Services

Bronze
Newly Registered
Mount Martha, VIC 3934

>To live an adventurous and fulfilled life, and help others do the same<

After 19 years of experience in private wealth management, my relationship with money and its purpose begun to change. It went from a laser focus on accumulation and performance to solving for maximum fulfilment, and connecting it with a why.

This long winding personal journey led me to the financial planning industry and Rising Tide.

I am here to leverage my 19 years of lessons in the market and managing money for a HNW family to help our clients get control of their finances and align it with their goals in life, achieving their own yes moments.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Cashflow & Income
  • Socially Responsible
  • Borrowing
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients.

Get in touch

At a glance

  • Adviser status Bronze
  • Years of experience Newly Registered
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Rising Tide Financial Services

11 Hopetoun Ave
Mount Martha, VIC 3934

Opening hours

  • 8:30am – 5:30pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Akumin Pty Ltd

AFSL 232706